Filed March 22, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,072 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,692 | $58,879-3.7% | $178,490-68.2% | $73,488-22.9% |
| Participation rate | 96.7% | 66.2%+30.5pp | 81.9%+14.8pp | 70.7%+26.1pp |
| Annual return | 15.18% | 24.86%-9.7pp | 151.07%-135.9pp | 28.51%-13.3pp |
| Employer contribution / active EE | $2,853 | $2,236+27.6% | $5,011-43.1% | $2,270+25.7% |
| Participant deferral / active EE | $4,991 | $2,567+94.4% | $5,202-4.1% | $3,740+33.5% |
| Admin fee / account holder | $149 | $400-62.8% | $13,984-98.9% | $513-71.0% |